Services

Many of our clients are multi-millionaires or successful small corporates. However, others are tomorrow’s millionaires with more modest sums to invest today. With this in mind we have created three different investment services to meet our client’s needs.

Bespoke

The bespoke service is designed for clients seeking to appoint a professional investment manager on a discretionary basis. The service includes:

A portfolio designed for the client’s risk profile and specific objectives.

Direct access by phone or email to the team of client portfolio managers.

A minimum of one face to face review meeting per year at our London offices.

Secure online access to portfolio valuations.

Entry level of £500,000 or currency equivalent.

TwentyFive

We also operate a limited edition service called TwentyFive. This is an enhanced proposition to a limited number of families who may need a highly flexible, attentive investment service with additional benefits.

A portfolio specifically designed for the risk profile and objectives of the family, which is able to flex according to evolving needs.

Direct access by phone or email to a portfolio manager who is also a main board director of the firm.

A minimum of four face to face review meetings per year at a location to suit the family.

Secure online access to portfolio valuations.

Bespoke fee arrangements according to the family’s requirements.

Access to a network of professional advisers with initial advice provided free.